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Understanding and Retiring with PERS

If you are a Tier One/Two Public Employee, this workshop is designed just for you!

Join us for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.

Presenter

Nik Powell portrait

Nik Powell, RICP®

Financial Advisor | Raymond James Financial Services, Inc.

I’m dedicated to preparing you for the certainty of uncertainty. I’ll help you reflect on your values and your financial decision-making so that we can ensure you’re living in alignment with your investments during the most crucial stages of your life. Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies are my specialties. I also have an extensive background in fixed income, insurance and outside wholesaling.

I currently hold securities licenses Series 7, 6, 63, and 66 as well as an Oregon residential Life and Health Insurance license. I love the endless outdoor activities that Oregon offers such as mountain biking, camping, fishing, golf, and sporting clays.

Date & Time
November 5, 2019 @ 6:30 pm - 8:00 pm
Venue
OnPoint Lloyd Center branch
Address
1720 NE 9th Ave
Portland, OR 97212
Cost
Free
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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
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Registration

29 out of 30 available Understanding and Retiring with PERS

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